Step by step: Add a new company
1. Go to Settings & Admin
Click Company under Settings & Admin in the menu on the left.
2. Click “Add company”
Select the desired accounting system from the dropdown menu.
If you do not see the correct system in the list, select Add other systems.
3. Enter company information
Company name
Company comment (optional internal note)
Organization number
Period type (e.g., monthly reconciliation)
Start month for the financial year (if deviating)
Start date for reconciliation (controls start of data retrieval including A07 messages)
Responsible user (who will own the reconciliation)
VAT reporting frequency
Company groups (if applicable)
Tick any modules you wish to activate: Payroll, VAT, Assets
Accounting system (select your system from the dropdown list)
Note that the form might look slightly different depending on the accounting system you choose.
💡 In some accounting systems, you must validate the integration by clicking the green Validate button before saving. Read more about setting up different accounting systems in the collection Setup & integrations.
4. Click “Save”
When all information is completed, click Save to finish the setup.
The company is now active.